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![m0xt_ Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::768800976182452224.png) m0xt [@m0xt_](/creator/twitter/m0xt_) on x 1341 followers
Created: 2025-07-04 19:18:41 UTC

Here's a chart showing $LDO compared to $ETH.

Yes, it looks pretty bad right now—I get that. 

But here's the thing: I could show you very similar ugly charts from the past for projects like $AAVE or $MKR. 

And guess what? Today, those same projects are some of the strongest performers this year.

It's tempting and easy to judge a project just by how its price has done lately. 

But if you do that, you're just thinking like everyone else out there. 

Real alpha comes from looking deeper and understanding what's actually going on here.

So let's break down why $LDO's price took a big hit:

- There were huge amounts of tokens unlocked, flooding the market.
- They've been losing market share.
- Their whole business relies heavily on how ETH is doing, and ETH hasn't exactly been shining.

Given these facts, it's no wonder the price dropped so much. But here's what's changed now:

- Nearly XX% of all LDO tokens are already in circulation, which means very minimal selling pressure ahead.
- Even though they're still losing market share, they're actually still growing overall—just last month, they added another XXXXXXX ETH.
- Soon (likely in September) they'll be able to enter new markets through modular stVaults.
- And while their success still closely depends on how ETH performs, the overall feeling around ETH is quickly becoming more positive—meaning ETH's price is likely headed upward soon.

In short, don’t let the ugly chart fool you. 

Right now, @LidoFinance is runnin at nearly zero profit, but here's the exciting thing: 

Their expenses don't grow much as revenues rise. 

This means every increase in ETH's price from here brings in bigger and bigger profits—setting them up nicely for exponential growth.

And the best part? 

It would take just one proposal to activate a fee switch, letting $LDO holders share directly in those profits.

![](https://pbs.twimg.com/media/GvCMjGVXYAA9zRn.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1941215102889492586/c:line.svg)

**Related Topics**
[mkr](/topic/mkr)
[ldo](/topic/ldo)
[$eth](/topic/$eth)
[$ldo](/topic/$ldo)
[coins defi](/topic/coins-defi)
[coins dao](/topic/coins-dao)
[coins liquid staking tokens](/topic/coins-liquid-staking-tokens)
[coins arbitrum](/topic/coins-arbitrum)

[Post Link](https://x.com/m0xt_/status/1941215102889492586)